Client Experience Ambassadors
“Building portfolios isn’t the most important things we do. Building relationships is.”
Teri Roest
Marketing Manager, CFS
Branch Associate, RJFS
Lori Mack
Director of First Impressions, CFS
Branch Associate, RJFS
Jan Taylor
Director Of First Impressions, CFS
Branch Associate, RJFS
Gita Hendricks
Marketing Associate, CFS
Branch Associate, RJFS
Getting The Relationship You Deserve
Wealth Advisor Interview Guide
Choosing who to trust with your hard-earned money is a big decision. How do you know your money and future are in good hands?
We’ve created a free INTERVIEW GUIDE to help you track conversations to compare advisors or evaluate the services and value you get from an advisor you already work with.